Resources for Advisors
Structured support for CPAs, attorneys, and wealth advisors coordinating 1031 exchanges.
1031 exchanges require alignment across multiple professionals — tax advisors, legal counsel, qualified intermediaries, and investment teams. Clear coordination is essential to maintaining compliance, managing timelines, and supporting confident client decision-making.
At i1031u.com, we work alongside advisors to provide structure, organization, and execution support throughout the exchange process — without replacing or conflicting with existing advisory relationships.
Advisor Coordination & Communication
Clear Roles. Aligned Execution.
A successful exchange depends on every participant understanding their role.
We help reduce friction by:
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Clarifying responsibilities between advisors and intermediaries
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Supporting documentation flow and timeline awareness
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Helping ensure client communications stay clear and consistent
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Reducing unnecessary back-and-forth during critical stages
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Supporting awareness of identification timelines and documentation requirements
Our approach is designed to enhance — not complicate — your existing process.
Working With Clients Using DSTs
& Structured Replacements
Supporting Replacement Strategy Discussions
When clients consider DSTs as replacement property or other structured replacement options, advisors often seek clarity around how these options fit within broader planning objectives.
We assist by:
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Helping organize available replacement options
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Supporting diversification and income continuity discussions
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Coordinating execution logistics with qualified intermediaries
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Keeping strategy discussions structured and compliant
Final investment, tax, and legal decisions always remain with the advisor and client.
Professional Standards & Alignment
Compliance-First, Relationship-Respectful
i1031u.com is designed to integrate smoothly into professional advisory environments.
Our approach emphasizes:
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Compliance with IRS 1031 exchange requirements and procedural standards
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Respect for advisor-client relationships
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Clear documentation and execution discipline
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Long-term alignment over transactional volume
We prioritize quality, structure, and thoughtful coordination over scale.
Continue Learning
Once replacement strategies are understood, advisors and investors often benefit from deeper guidance on coordination, documentation, and communication.
This material is provided for educational purposes only and is not intended as tax, legal, or investment advice. Investors should consult their own tax, legal, and financial advisors regarding their specific circumstances. Replacement property offerings may be available only to eligible investors and are subject to availability and regulatory requirements.